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Data Conversion Consultant
Confirmed live in the last 24 hours
Raleigh, NC, USA
Experience Level
Desired Skills
Mergers & Acquisitions (M&A)
  • 1+ years of experience in a financial services atmosphere, specifically the registered advisory
  • Proficiency in portfolio accounting, Tamarac Advisor View, and Microsoft Office products required
  • Some travel may be required, up to 10%
  • Partner with team members, Client Implementations (CI), Portfolio Reconciliation (PCR), and Project Management to ensure successful completion of projects
  • Projects to include: onboarding, new client custodial data feeds, database mergers for existing clients, and cost basis integration
  • Partner with CI team to hand over daily posting activities. Act as liaison between CI team and client and effectively communicate requirements to move the project forward
  • Work with CI team to create Statement of Processes (SOPs) for onboarding projects to include detailed daily and periodic procedures and achieve the following:
  • Address the client's needs
  • Align with the client's desired end results
  • Align with best practices for portfolio accounting system/performance calculations and methodologies
  • Effectively communicate expectations to internal and external stakeholders in a timely and clear fashion
  • Proactively manage project scope, identify potential challenges, and devise solutions to keep projects on task and within scope
  • Follow standard process to document and provide project information to support as part of transition process
  • Collaborate with team members to meet or exceed client expectations
  • Track all internal and external communications regarding projects within Mavenlink
  • Manage all communications within Zendesk, Mavenlink &/or Jira in a client-facing manner including correct grammar, thorough details of the issue and resolution, and any instructions given to the client
  • Confirm tickets are resolved with client prior to closing in Zendesk
  • Accurately log tasks and hours against projects within Mavenlink
  • Help address Zendesk escalations; including being able to discern when a request will require a Statement of Work (SOW)
  • Recognize and report defects using established procedures
  • Prior to delivery, review accuracy and completeness of all client work
  • Work across operations and product support teams to create and maintain consistent best practices, messaging about products and process
  • Establish and maintain a positive and professional relationship with clients and team members
  • Target the root cause vs. addressing a symptom of the question/issue
  • Log internal and client-originating product feedback via Suggestion Box in Help Desk
  • Be able to speak to clients about complex issues and/or solutions in a professional positive manner
  • Work with Manager TAS Onboarding on any assigned projects; ensure project success through timely execution and pro-active communication
  • Grow and maintain expert level knowledge in performance calculations, reporting, data reconciliation, and any other product or tool directly related to the position's responsibilities
  • Submit articles for knowledge base and ideas for process/product improvements
  • Attend and participate in all assigned training sessions and release reviews. Focusing on but not limited to the following:
  • Tamarac Reporting
  • Third Party Integrations
  • Zendesk
  • Mavenlink
  • Jira
  • Tamarac Operations Site
  • Tamarac Portfolio Center
  • Envestnet UMP
  • SQL
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision
  • 401(k) Match
  • On-site Flu Shots
  • On-site Biometrics Screening
  • Employee Assistance Program (EAP)
  • Life Insurance and AD&D
  • Short and Long Term Disability
  • On-site Gym
  • Fully Stocked Kitchen
  • Tuition Reimbursement
  • Employee Referral Bonus
  • Casual Dress Code
  • Mobile Reimbursement